Portfolio Management Analyst

Madison Berkeley; Greater London; On-site; GBP 42,000 - 65,000; Full time

Job summary

Madison Berkeley is seeking a Portfolio Management Analyst to join its Asset Management and Portfolio teams. You’ll track performance across a portfolio of investments, developments and managed properties, building and updating asset and portfolio cash flow models and running quarterly reforecasts.

You’ll explain variances to senior management, investors, joint venture partners and lenders, and support reporting on valuations, debt facilities and covenant headroom.

Qualifications

• Circa 2 years of relevant experience, including real estate experience and a background in financial reporting, management reporting or a similar analytical role.
• Experience monitoring and reporting on performance across a portfolio of assets, investments or entities.
• Experience maintaining cash flow or financial models and a sound understanding of budgeting, forecasting and variance analysis.
• Strong Excel skills and the ability to organise, reconcile and analyse large datasets.
• Attention to detail, the ability to manage competing deadlines and confidence working across finance and operational teams.
• The ability to explain complex information in clear reports and concise commentary, and the judgement to validate AI‑generated outputs.

Responsibilities

• Update asset and portfolio cash flow models with actual results, revised forecasts and approved business plan changes.
• Run the quarterly reforecast and reconcile model outputs to management accounts and the planning system.
• Track occupancy, rental income, arrears, lease expiries and rent reviews; coordinate with asset managers to explain variances.
• Support reporting on property valuations, debt facilities and covenant headroom; manage debt drawdowns and equity calls.
• Support quarterly investor, fund and joint venture reporting; prepare analyses for lenders and auditors; assist year-end reporting.
• Reconcile data across finance, property and development systems; improve reporting through standardised templates, dashboards and automation, including AI-assisted data extraction and checks.

Skills

Real estate experience

Financial reporting

Management reporting

Excel skills

Data analysis

Job description

Madison Berkeley is excited to be working exclusively with an industrial real estate business operating across the UK and continental Europe. It invests in, develops and manages multi-let industrial estates and urban logistics properties, providing space for occupiers in distribution, trade and light industry.

The role:

Portfolio Management Analyst to join its Asset Management and Portfolio teams. Reporting to the Head of FP&A, you’ll work closely with colleagues across Asset Management, Investment and Finance to track performance across a portfolio of investments, developments and managed properties.

You’ll maintain asset and portfolio cash flow models, run the quarterly reforecast and explain what’s driving changes in performance. Your analysis will inform reporting for senior management, investors, joint venture partners and lenders. The role focuses on the existing portfolio, with approved assumptions from the Investment team feeding into ongoing forecasts and reporting.

What you’ll do

• Update asset and portfolio cash flow models with actual results, revised forecasts and approved business plan changes. Keep assumptions consistent and maintain clear version control and an audit trail.
• Run the quarterly reforecast and reconcile model outputs to management accounts and the planning system.
• Track occupancy, rental income, arrears, lease expiries and rent reviews. Work with asset managers to explain variances against business plans and flag emerging issues.
• Support reporting on property valuations, debt facilities and covenant headroom. Prepare and manage debt drawdowns and equity capital calls.
• Support quarterly investor, fund and joint venture reporting. Prepare analysis and supporting schedules for lenders and auditors, and assist Finance with year-end reporting.
• Reconcile data across finance, property and development systems. Improve reporting through standardised templates, dashboards and automation, including AI-assisted data extraction and reconciliation with appropriate checks.

What you’ll bring

• Circa 2 years of relevant experience, including real estate experience and a background in financial reporting, management reporting or a similar analytical role. Training will be provided on property‑specific metrics.
• Experience monitoring and reporting on performance across a portfolio of assets, investments or entities.
• Experience maintaining cash flow or financial models and a sound understanding of budgeting, forecasting and variance analysis.
• Strong Excel skills and the ability to organise, reconcile and analyse large datasets.
• Attention to detail, the ability to manage competing deadlines and confidence working across finance and operational teams.
• The ability to explain complex information in clear reports and concise commentary, and the judgement to validate AI‑generated outputs.